PAGE 1 | GENWORTH NON–DELEGATED MI ON ELLIE MAE® ENCOMPASS®
Ordering Genworth Non–Delegated MI on Ellie Mae® Encompass®
1. Select loan from Pipeline view
2. Within a loan file, go to
Services > Mortgage Insurance.
1STEP
2
PAGE 2 | GENWORTH NON–DELEGATED MI ON ELLIE MAE® ENCOMPASS®
Select Genworth — Direct Connect > Submit
A separate window for the MI
Order Interface displays.
A) Verify that your Master Policy Number is accurate
B) Go to Request Type > MI Order Full Package, then
enter the desired MI product
information
C) Make certain that you select
the appropriate AUS Findings
in the Recommendation
drop-down
D) Enter Special Program
Information as applicable
a. For HFA loans, enter HFA
in the Special Program Box
b. For Freddie Mac Home
Possible® loans, select
Affordable Housing > Other > Freddie Mac Home Possible E) Click “Submit” to order.
2STEP
3STEP
A
B
D
C
E
PAGE 3 | GENWORTH NON–DELEGATED MI ON ELLIE MAE® ENCOMPASS®
Upon a successful data
submission, you will receive
a prompt. Select “OK” to open
the Upload Documents feature.
Note: It is important that you
do not click anywhere else
on the page, until you receive
this prompt.
*If you receive an error, contact
the Genworth ActionCenter®
at 800 444.5664 for further
assistance, or correct loan and
resubmit.
Once you click on “Upload Documents”, use the icon to
attach documents.
4STEP
5STEP
PAGE 4 | GENWORTH NON–DELEGATED MI ON ELLIE MAE® ENCOMPASS®
Choose the location from
which you’d like to retrieve
your documents.
A) Browse from the hard drive
on your personal computer
or a local drive
Helpful Hint: Hold down the Ctrl key to select
multiple docs at one time.
B) Browse from the Encompass
eFolder associated with
this file
If selecting documents from
the eFolder, Step 6–B shown
above, choose the desired
documents and click
“Continue”.
Helpful Hints: • If your Admin has set–up a
Stacking Order, you can
choose that option now.
• Choosing “Preview” will
display all documents
selected in one PDF
document.
6STEP
7STEP
A
B
PAGE 5 | GENWORTH NON–DELEGATED MI ON ELLIE MAE® ENCOMPASS®
Verify that the documents you
wish to send are listed in the
Attachment List feature and
click “Send”.
After a successful submission,
you will receive a File(s) uploaded successfully prompt. Click “OK”.
8STEP
A
C
Documents have been submitted
for underwriting.
A) The loan status will appear
as Suspended until an
underwriting decision is
rendered
B) Once you are notified by
Genworth via email that an
underwriting decision is
available, you can retrieve
that decision by clicking
“Check Status” C) You can upload additional
documents by clicking
“Upload Documents”
9STEP
B
PAGE 6 | GENWORTH NON–DELEGATED MI ON ELLIE MAE® ENCOMPASS®
Once an underwriting decision
has been delivered:
A) Within a loan, select
Services > Mortg Ins > Genworth Direct Connect > Submit B) Choose view tab C) You will be able to Select an
underwriting decision to
review
D) Click “View” to view a PDF
of the underwriting decision
document
Example of PDF Commitment
Points to note: 1. The last underwriting
decision instance will
be displayed with the
Commitment Certificate
number and the latest
date/time stamp.
10STEP
C
D
B
PAGE 7 | GENWORTH NON–DELEGATED MI ON ELLIE MAE® ENCOMPASS®
Import the mortgage insurance
fees to the 1003.
A) Once you have selected
“Import,” you will be
presented with your fee
information. Select
“Import Fee”
B) You will receive a “Fee Successfully Imported” prompt. Click “OK”
11STEP
A
B
PAGE 8 | GENWORTH NON–DELEGATED MI ON ELLIE MAE® ENCOMPASS®
Navigate to the MI Information
within the Loan Application
A) Select “Forms” and ensure
that the following options
at the bottom of the screen
are checked
✓ “Show in Alpha Order”
✓ “Show all”
B) Select “1003 Page 2”
C) Go to the Monthly Housing Expenses section and
select the Edit Field Value
for “Mtg.Ins”
12STEP
A
B
C
PAGE 9 | GENWORTH NON–DELEGATED MI ON ELLIE MAE® ENCOMPASS®
Review the MI Information.
13STEP
PAGE 10 | GENWORTH NON–DELEGATED MI ON ELLIE MAE® ENCOMPASS®
Helpful Tips!
• Encompass uses the short–cut key — Ctrl+G to look up various fields across the loan. Simply type Ctrl + G
and enter the Encompass FIELD ID from the table below to complete a quick search
• Keeping your contact information current will ensure our underwriters can reach you. Go to Encompass > Settings > Personal Settings > My Profile to update your email, phone and fax information.
Genworth Encompass Field Name
FIELD ID populated
Encompass Screen
Alternate Location
Upfront MI Premium Rate
MIP/Funding/ Guarantee
1107 Loan Submission
Screen Name: Loan Closing Report Field Name: Percent of Loan Guaranteed
MI 1st Rate Duration
PMI Section/Months Per Adjustment (1st box)
1198 Loan Submission
Screen: Closing RegZ Field: Mortgage Insurance Sub–Field: Mortgage Insurance/ 1. Month
MI 1st Rate PMI Section/Periodic Factors (1st box)
1199 Loan Submission
None
MI 2nd Rate Duration
PMI Section/Months Per Adjustment (2nd box)
1200 Loan Submission
Screen: Closing RegZ Field: Mortgage Insurance Sub–Field: Mortgage Insurance/ 2. Months
MI 2nd Rate PMI Section/Periodic Factors (2nd box)
1201 Loan Submission
None
PAGE 11 | GENWORTH NON–DELEGATED MI ON ELLIE MAE® ENCOMPASS®
FOR MORE INFORMATION
Our ActionCenter® representatives are happy to help!
800 444.5664 Genworth Mortgage Insurance | 8325 Six Forks Rd | Raleigh, NC 27615 | mi.genworth.com
For Encompass support, call 800 777.1718.
10861025.1216 ©2016 Genworth Financial, Inc. All rights reserved.
MI Product Selection GuideEllie Mae® Encompass®
Genworth’s integration with Ellie Mae’s Encompass 360 lets you order MI without leaving your LOS. Use this guide to determine which values to select from the Order tab (Fig. A), depending on the Genworth MI Product you plan to order.
INSTRUCTIONS 1. Locate the Genworth MI Product name you plan to order in the table below (Fig. B) 2. Enter the associated data values as listed in the table for fields 1–6 3. Enter any additional data as needed in remaining fields 4. We’re here to help! Contact the ActionCenter® at 800 444.5664 for additional support.
Premium Payment Option
Refund Type** Renewals
MI Premium Payment Plan
Premium Rate Plan Type
Split Premium Plan Type*
Zero Monthly
Not Refundable or Refundable
Constant or Declining
Borrower Paid or Lender Paid
Level BLANK
MonthlyNot Refundable or
RefundableConstant or Declining
Borrower Paid or Lender Paid
Level BLANK
Single Premium
Not Refundable or Refundable
DecliningBorrower Paid or
Lender PaidLevel BLANK
Annual RefundableConstant or Declining
Borrower Paid or Lender Paid
Level BLANK
Split Premium
Not Refundable or Refundable
ConstantBorrower Paid or
Lender PaidLevel
Split Premium 1–6 (See below)
For more information about payment plans, visit our website at new.mi.genworth.com. Rates may not be available or approved in all states.
Ellie Mae Encompass: Order tab (Fig. A)
Enter these data field values (Fig. B)
Plan 1 Plan 2 Plan 3 Plan 4 Plan 5 Plan 6
.50% .75% 1.00% 1.25% 1.50% 1.75%
* Split Premium MI
* Availability of Split Premium product varies by state.
** LPMI Premiums are non–refundable.
10642750.0418
Genworth Mortgage Insurance Corporation ©2018 Genworth Financial, Inc. All rights reserved.
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